Today (December 17), the technology growth sector showed strong performance. The hard-tech broad-based ETF—双创龙头ETF (588330), which fully invests in new productive forces, surged 1.68% intraday and is currently up 1.23%. Notably, the ETF has seen five consecutive days of net capital inflows, totaling 89.53 million yuan, reflecting investor optimism about the tech sector's future and active positioning through broad-based ETFs.
Breaking it down by sector: - **Semiconductors**: 卓胜微 led gains with over 6%, followed by 晶合集成 up more than 4% and 华润微 rising nearly 4%. - **Optical Modules**: The top three players—天孚通信 surged over 5%, 新易盛 gained more than 4%, and 中际旭创 rose over 2%. - **Defense & Aerospace**: 中航城飞 jumped nearly 6%. - **Solar Energy**: Leader 大全能源 advanced over 1%.
**Key Market Drivers**: 1. The National Social Security Fund emphasized leveraging long-term capital to support technological and industrial innovation while maintaining safety. 2. UBS predicts a 30% rally for Chinese tech stocks in 2025, building on 2024’s 20% gains, with significant upside potential compared to U.S. peers and 2021 peaks. 3. Analysts from 中原证券 and 华安证券 highlight AI-driven tech innovation as a core opportunity amid global monetary easing and industrial upgrades.
**Why Consider 双创龙头ETF (588330) and Its Linked Funds (A:013317/C:013318)?** 1. **Diversified Exposure**: Tracks 50 top strategic emerging industry stocks from STAR Market and ChiNext, covering sectors like new energy, semiconductors, and medical devices. 2. **Growth-Oriented**: Captures China’s tech self-reliance trend, dubbed the "Chinese Nasdaq." 3. **High-Beta Tool**: With a 20% daily price limit, it offers leveraged rebound potential and lower entry barriers (under 100 yuan per share). 4. **Outperformance**: Since the April 8 low, its index surged 80.83%, outpacing ChiNext (69.97%) and STAR indices (48.67%).
**Data Range**: April 8, 2025 – December 16, 2025.
**Risk Disclosure**: The ETF tracks the CSI STAR & ChiNext 50 Index (launched June 1, 2021; base date Dec 31, 2019), which fluctuated between +86.90% and -28.32% from 2020–2024. Constituent stocks may change; past performance ≠ future results. Stock mentions are illustrative, not investment advice. The ETF is rated R4 (high risk) for aggressive investors (C4+). Investors assume all risks; no liability is accepted for losses from using this information.
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